Things I read yesterday as part of my stock research activities.
New Orders Received
🟢 Texmaco Rail & Engineering received a ₹219 Cr signalling order from Mumbai Railway.
🟢 HFCL secured orders worth ₹60.59 Cr plus an export order of $4.67 million for optical fibre cables.
🟢 Cochin Shipyard was declared L1 for constructing 5 next-gen survey vessels with estimated order value around ₹5,000 Cr.
Partnerships, Investments & Acquisitions
🟢 Lodha Developers acquired 80% stake in Pune-based Solidrise Realty for ₹294 Cr, accelerating Pune expansion and deepening its local development platform.
🟢 Bharat Electronics approved a JV with Safran Electronics & Defense, France for HAMMER weapon system.
🟢 Lupin signed a license and supply agreement with Spektus to commercialize novel antidepressant Deslaflex in Canada.
🟢 Delhivery partnered with RIDEV to deploy 150 electric vehicles.
🟢 TCS partnered with AMD to bring ‘Helios’ rack-scale AI architecture to India, strengthening enterprise AI infrastructure offerings.
🟢 Aequs signed a non-binding MoU with Tamil Nadu government to set up an aircraft components unit with proposed investment up to ₹1,900 Cr over 10 years.
Core Business & Regulatory
🟢 Coal India said solar capex reached ₹961 Cr, surpassing FY26 target, accelerating renewable diversification and long-term transition beyond core coal operations.
🟢 SKF India announced a ₹653 Cr “Factory of the Future” in Pune to expand industrial manufacturing capabilities and improve productivity through advanced automation.
🟢 United Spirits saw reports of 9-10 bidders shortlisted for Royal Challengers Bengaluru with due diligence starting this week.
🟢 Adani Ports step-down subsidiary Astro Worldwide incorporated 12 wholly owned subsidiaries in Singapore for marine/harbour operations.
🔴 BSE, Angel One and MCX fell as tighter RBI norms could reduce bank funding for proprietary desks, with an estimate of ~10% earnings impact for BSE.
🟢 IIFL Finance management said RBI’s tighter norms won’t impact the company as it does not run proprietary trading.
Economy, IPO & Other
🟢 India’s Jan WPI inflation came at 1.81% YoY versus 0.83% previous.
🔴 India’s Jan trade deficit hit a 3-month high as exports stayed flat and bullion imports surged.
🟢 India’s CERT-In has issued a high-severity alert for Google Chrome desktop, warning a vulnerability could enable remote code execution and urging all users to immediately update browsers to patched versions.
Quarterly Results
That’s it for today.
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Disclaimer: Anand Ganapathy K is a SEBI-registered Research Analyst with SEBI registration number INH000016630. This post is purely for learning purposes. We do not recommend buying or selling stocks mentioned in this newsletter. Securities market investments carry market risks. Kindly review all related documents before investing.